New client clearing letter
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Dean
Registered Posts: 646 Epic contributor 🐘
The standard letter I have for new clients authorising their old agents to release information is pretty pants now to be fair! I'm after inspiration of new wording and I see that such a template doesn't exist within the MiP letters...
Regards
Dean
Regards
Dean
0
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I just get the new client to email their old accountant and copy me in, rather than give them a form to sign.
Is that what you meant? Or do you want the actual professional enquiry letter?0
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